Silvia Mccoll Wealth Management, LLC

Silvia Mccoll Wealth Management, LLC (CRD# 295339) is a financial advisory firm headquartered in San Diego, CA. They manage $227,791,755 in 344 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
600 W Broadway, Suite 2625, San Diego, CA 92101
https://www.linkedin.com/company/silvia-mccoll-wealth-management/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $662,185
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Silvia Mccoll Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William McColl, financial advisor San Diego CA
William G. McColl
CRD#: 1930495
600 W Broadway, Suite 2625, San Diego, CA 92101

William McColl (CRD# 1930495) is an Investment Advisor Representative working at Silvia Mccoll Wealth Management, LLC in San Diego, CA and has over 34 years of experience in the finance industry.

2
Brandon Silvia, financial advisor San Diego CA
Brandon G. Silvia
CRD#: 6239135
600 W Broadway, Suite 2625, San Diego, CA 92101

Brandon Silvia (CRD# 6239135) is an Investment Advisor Representative working at Silvia Mccoll Wealth Management, LLC in San Diego, CA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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